Earning referrals faster is as easy as having a mindset that is helpful and thoughtful and by ultimately having focus on the overall experience of the client. The experience isn’t just them sitting down you with, it’s everything in entirety that is reflected back on to you.

We’ve all been there, dodging construction or fumbling with parking as we arrive at a meeting wondering why someone just couldn’t have told us ahead of time about this. Surely this didn’t just happen over night?

Recently, I headed to a meeting early one morning, only to have the elevators not work at 8 am for guests, no listing in the directory and their office phones turned off. “Maybe they never wanted to see me I began thinking!” They did, the problem was the lack of foresight by their Administrator and the Advisor not inspecting their entire process. Leaving things to chance is not how practices grow.